Published by linker 5
Posted on January 28, 2021
4 min readLast updated: January 21, 2026
CAMRADATA’s latest whitepaper, ‘Listed Real Assets & Infrastructure’, explores the growing interest in this asset class following quantitative easing (QE) programmes that have been established by governments around the world in response to Covid-19, and asks if the sector can accommodate an increase in demand.
The whitepaper includes insight from guests who attended a virtual roundtable hosted by CAMRADATA in November, including representatives from Kempen Capital Management, Maple-Brown Abbott, Waverton Investment Management, First Actuarial, Foresters Friendly Society, Law Debenture and Redington.
The report highlights that listed real assets are now giving smaller investors access to the same sources of long-term income and inflation protection as real assets and considers if enough infrastructure development is being deployed by governments globally to meet growing demand.
Sean Thompson, Managing Director, CAMRADATA said, “The attraction of real assets is that they are tangible, ‘real’ things, such as bridges, power stations and ports and can increase portfolio diversification, create income, and lessen volatility.
“A key aim of real assets and infrastructure investing is also to gain protection from future inflation that has been embedded in economies by governments’ quantitative easing programmes. It therefore stands to reason investors could be drawn to this during the pandemic.
“The emergence of listed real assets is fuelling interest amongst smaller investors and retail investors, as traditionally investment in these assets required hefty sums of money to fund big tangible investments, something that was only open to large institutions.
“Now smaller investors can access the same sources of long-term income and inflation protection these assets can offer. Our roundtable panel explored the future for this type of investing and how Covid-19 will impact real assets.”
The whitepaper includes insights and discussions about how institutional asset owners in the UK are accessing real assets in general, as well as the crossover between the MSCI ACWI Global equity index and the FTSE Global Infrastructure Index.
It also covers stranded assets and the risk of obsoletion, what the allocation to real assets will be in the future, as well as concerns about overvaluations especially during the Covid-19 pandemic and how diversifying globally could help investors find greater yields.
Key takeaway points were:
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